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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Lodestone Wealth Management
Washington
$1.84M +$32.7K +295 +2%
EFS
902
Essex Financial Services
Connecticut
$1.84M -$97.1K -877 -6%
NW
903
Naviter Wealth
Arkansas
$1.82M -$265K -2,390 -15%
IAN
904
Integrated Advisors Network
Texas
$1.81M -$87.3K -788 -5%
FCP
905
Fidelis Capital Partners
Florida
$1.81M +$32.9K +297 +2%
RPGK
906
Retirement Planning Group (Kansas)
Kansas
$1.81M -$23.1K -209 -2%
CWA
907
Crux Wealth Advisors
California
$1.81M +$14K +126 +0.9%
DWP
908
Daymark Wealth Partners
Ohio
$1.8M +$194K +1,748 +15%
I
909
InceptionR
California
$1.8M +$59K +533 +4%
HSA
910
HBK Sorce Advisory
Pennsylvania
$1.79M -$71.6K -647 -4%
GBT
911
Grove Bank & Trust
Florida
$1.79M -$7.42K -67 -0.5%
PPW
912
Parcion Private Wealth
Washington
$1.79M +$221 +2 +0%
PI
913
PFG Investments
New York
$1.79M -$44.4K -401 -3%
SWM
914
Spire Wealth Management
Virginia
$1.79M +$246K +2,225 +20%
AF
915
Arrow Financial
New York
$1.79M -$132K -1,190 -8%
MWM
916
Mission Wealth Management
California
$1.78M -$650K -5,866 -30%
JHCP
917
Jackson Hole Capital Partners
Oklahoma
$1.78M +$111 +1 +0%
SLI
918
Sumitomo Life Insurance
Japan
$1.78M +$32.7K +295 +2%
AIM
919
Advyzon Investment Management
Illinois
$1.77M +$161K +1,451 +12%
FNBOH
920
First National Bank of Hutchinson
Kansas
$1.77M +$20K +181 +1%
AA
921
Advisory Alpha
Michigan
$1.77M -$15.7K -142 -1%
MW
922
Maia Wealth
Colorado
$1.77M +$176K +1,587 +13%
LCM
923
Leisure Capital Management
California
$1.77M -$105K -949 -7%
TCA
924
Transcend Capital Advisors
New Jersey
$1.77M +$27.1K +245 +2%
PA
925
Procyon Advisors
Connecticut
$1.76M -$76.6K -692 -5%
35 36
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38 39